See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,620 | $104,907+83.6% | $84,611+127.7% | $152,861+26.0% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 27.12% | 373.79%-346.7pp | 258.74%-231.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $5,582 | $3,302+69.1% | $2,652+110.5% | $4,762+17.2% |
| Participant deferral / active EE | $25,000 | $4,688+433.3% | $3,899+541.2% | $5,850+327.3% |
| Admin fee / account holder | $640 | $6,241-89.8% | $4,912-87.0% | $11,596-94.5% |